Topic

IVA Research

A collection of 168 posts

IVA Research

A More Honest Look at Market Timing Myths

What if you miss the best and worst days in the market?

| 2 min read
IVA Research

Turning Losses into Strategy

How to harvest losses in the IVA Portfolios.

| 6 min read
IVA Research

Gifting a Roth IRA: 2025

Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.

| 8 min read
IVA Research

Bear Markets & Corrections: How Fast Do Stocks Bounce Back?

MAILBAG — How long do market recoveries take?

| 8 min read
IVA Research

Eating My Own Cooking: 2025

An annual look at Jeff’s personal investment portfolio.

| 7 min read
IVA Research

Supplemental Capital Gains: 2025

Navigating supplemental capital gain distributions.

| 4 min read